Who We Are
Founded by Managing Partner Daniel Weiskopf, Access ETF Solutions is a tactical and global third party ETF Portfolio Manager.
Mr. Weiskopf has over 25 years of experience on Wall Street including 10 years as an ETF Strategist and Portfolio Manager.
The author of the industry-recognized 2010 report “Driving Alpha through Structural Differences,” Mr. Weiskopf served as a senior ETF strategist at Forefront Global ETF Strategies and a Vice President in the PMP program at UBS Wealth Management.
Prior to that, he founded MH CApital Partners which was a small cap hedge fund that focused on fragmented industries that could benefit from consolidation, marketing leverage and technology innovation. Earlier in his career, he also served in senior analytical roles at American Diversified Enterprises, an affiliate of Allen & Company.
Mr. Weiskopf, an experienced thought leader in the world of ETFs, rings Nasdaq bell with Blackrock iShares on the new PHLX Semiconductor ETF (SOXX) on 10/15/10 and (bottom) attended the launch of Pimco’s Total Return Fund (BOND).
IPI Wealth Management
Based in Decatur, Illinois, Investment Planner’s Inc. is an independent broker-dealer registered in 48 states with offices in 26 states. IPI or affiliates was founded by David Koshinsk in 1987, over 25 years ago. IPI partners with high-caliber financial advisors who are looking to expand their capabilities to best meet their client’s needs. In 2013, IPI Wealth Management, Inc. was named as one of the top 10 fastest growing firms for the second year in a row by Financial Advisor Magazine. The honors include a listing in the Top 50 Fastest-Growing Firms and naming in the top tier of the 2013 RIA Ranking displaying an RIA asset ranking at more than $1 billion. For more information, go to www.investment-planners.com or www.joinipiwealth.com, or call (217) 425-6340.
SALES AND MARKETING
John Drachman, Principal of AlphaSegment, will manage a team of creative financial marketers to support the firm’s business development and communications strategies.
IN THE WORLD OF ETFS, SOPHISTICATED INVESTORS KNOW THAT “STRUCTURE MATTERS.”
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA /SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St., Decatur, IL 62522. 217-425-6340. Access ETF Solutions is not affiliated with either Investment Planners, Inc. or IPI Wealth Management, Inc.
Check the background of this investment professional on FINRA’s BrokerCheck.